Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of March 28, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
29.36%
1.09%
-12.36%
32.21%
7.87%
-9.86%
12.63%
7.43%
22.50%
-6.33%
1.76%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.87%
34.91%
4.40%
-2.67%
26.01%
10.26%
-17.07%
33.51%
8.93%
36.91%
-14.72%
-0.21%
43.50%
-0.48%
-13.57%
29.86%
21.88%
-19.97%
28.21%
26.52%
30.85%
-17.08%
2.50%
28.06%
0.27%
-11.25%
21.37%
5.49%
-7.05%
18.60%
-6.25%
28.48%
-9.87%
1.24%
--
9.85%
-5.12%
29.59%
5.81%
-17.52%
20.25%
-6.27%
34.20%
-6.50%
-2.70%
As of March 28, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
-3.91%
2.99%
11.35%
0.08%
18.98%
6.23%
6.72%
7.91%
8.70%
8.44%
0.17%
5.43%
7.73%
-11.71%
17.92%
10.73%
11.86%
9.85%
10.08%
9.79%
-9.80%
1.93%
7.02%
-11.30%
25.62%
7.49%
9.19%
9.59%
10.71%
10.64%
-8.32%
5.45%
11.81%
-12.18%
31.71%
8.45%
9.55%
9.58%
11.77%
11.60%
-5.88%
2.75%
11.97%
-0.76%
22.80%
4.25%
5.54%
5.29%
9.45%
8.29%
-9.63%
-1.15%
7.26%
-8.29%
26.49%
3.28%
7.49%
--
--
7.85%
As of March 28, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
View Upside/Downside Capture Ratio. Upgrade now.
Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
As of February 28, 2023